We are live on ! Find out more
IYLD icon

iShares Morningstar Multi-Asset Income ETF
IYLD

32 hedge funds and large institutions have $35.3M invested in iShares Morningstar Multi-Asset Income ETF in 2014 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

13,168% more capital inflows, than outflows

Capital inflows: $35.4M | Capital outflows: $267K

2,900% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 1

967% more funds holding

Funds holding: 3 → 32 (+29)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
32
Holders Change
+29
Holders Change %
+966.67%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
–
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$6.84M
2
Bank of America
Bank of America
North Carolina
+$5.69M
3
LPL Financial
LPL Financial
California
+$5.55M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.69M
5
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$169K
2
Ameriprise
Ameriprise
Minnesota
-$50K
3
FIG
Fusion Investment Group
Pennsylvania
-$48.1K

IYLD Hedge Fund Activity: Q4 2014 in Review

32 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Multi-Asset Income ETF (IYLD) for Q4 2014, worth a combined $35.3M — up 4,518% from $763K a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IYLD positions and 1 closed out — a net gain of 29 holders — while 0 added to existing stakes and 2 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $6.84M. The largest seller was Janney Montgomery Scott, cutting an estimated $169K.

  • 32 institutional investors held iShares Morningstar Multi-Asset Income ETF (IYLD) as of Q4 2014, up from 3 in Q3 2014.
  • Funds reported $35.3M of iShares Morningstar Multi-Asset Income ETF stock for Q4 2014, up 4,518% quarter-over-quarter.
  • 30 funds opened new iShares Morningstar Multi-Asset Income ETF positions in Q4 2014 and 1 closed out, a net change of +29 holders.
  • The largest iShares Morningstar Multi-Asset Income ETF buyer in Q4 2014 was Morgan Stanley, an estimated $6.84M added.
  • The largest iShares Morningstar Multi-Asset Income ETF seller in Q4 2014 was Janney Montgomery Scott, an estimated $169K sold.

Based on aggregated 13F filings for Q4 2014.